Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Epizyme, Inc.
Report date August 12, 2022 · Filed August 16, 2022
Section 16 reporting ended · disclosed 2022-08-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001SEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2022-08-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-08-12 · Disposition to issuer · Disposed 20,341 · Balance 25,696 F1: Reflects disposition of shares of common stock of the Issuer ("Shares") in connection with that certain Agreement and Plan of Merger (the "Merger Agreement"), by and among the Issuer, Ipsen Pharma SAS and Hibernia Merger Sub, Inc. ("Merger Sub"), dated as of June 27, 2022, including the completion of a tender offer to purchase all outstanding Shares of the Issuer, at a price per Share of (i) $1.45 per Share (the "Cash Consideration"), plus (ii) one (1) contractual contingent value right per Share ("CVR"), which represents the right to receive one or more contingent payments upon the achievement of certain milestones, if any (collectively, the "Offer Price"), and the consummation of the merger (the "Merger") between the Issuer and Merger Sub on August 12, 2022. As of the effective time of the Merger (the "Effective Time"), each Share held by the Reporting Person was converted into the Offer Price. Row 2 · 2022-08-12 · Disposition to issuer · Disposed 25,696 · Balance 0 F2: Reflects disposition of restricted stock units ("RSUs") in accordance with the Merger Agreement, pursuant to which, effective immediately prior to the Effective Time, each unvested RSU held by the Reporting Person automatically vested in full and was canceled and converted into the right to receive (i) an amount of cash equal to the product of (A) the total number of Shares then underlying such RSU multiplied by (B) the Cash Consideration and (ii) one (1) CVR for each Share underlying such RSU, in each case, less applicable withholding. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects disposition of shares of common stock of the Issuer ("Shares") in connection with that certain Agreement and Plan of Merger (the "Merger Agreement"), by and among the Issuer, Ipsen Pharma SAS and Hibernia Merger Sub, Inc. ("Merger Sub"), dated as of June 27, 2022, including the completion of a tender offer to purchase all outstanding Shares of the Issuer, at a price per Share of (i) $1.45 per Share (the "Cash Consideration"), plus (ii) one (1) contractual contingent value right per Share ("CVR"), which represents the right to receive one or more contingent payments upon the achievement of certain milestones, if any (collectively, the "Offer Price"), and the consummation of the merger (the "Merger") between the Issuer and Merger Sub on August 12, 2022. As of the effective time of the Merger (the "Effective Time"), each Share held by the Reporting Person was converted into the Offer Price.
F2: Reflects disposition of restricted stock units ("RSUs") in accordance with the Merger Agreement, pursuant to which, effective immediately prior to the Effective Time, each unvested RSU held by the Reporting Person automatically vested in full and was canceled and converted into the right to receive (i) an amount of cash equal to the product of (A) the total number of Shares then underlying such RSU multiplied by (B) the Cash Consideration and (ii) one (1) CVR for each Share underlying such RSU, in each case, less applicable withholding.
HUMANA INC
Report date April 01, 2019 · Filed April 01, 2019
Section 16 reporting ended · disclosed 2019-04-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Humana CommonSEC Table I · non-derivative | Direct | 10,791 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,791 |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $167.81 · Expires 2023-02-18 | Direct | 7,084 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 7,084 F1: Right to buy pursuant to Company's 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 02/18/16, vesting in three increments from 02/18/17 to 02/18/19. |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $217.42 · Expires 2024-03-08 | Direct | 15,997 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 15,997 F2: Right to buy pursuant to Company's 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 03/08/2017. 10,998 options vesting in three annual increments, and 4,999 options fully vest three years from the date of grant. |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $268.47 · Expires 2025-02-19 | Direct | 4,415 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 4,415 F3: Right to buy pursuant to Company's 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 02/19/18, vesting in three increments from 02/19/19 to 02/19/21. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,993 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,993 F4: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F5: Restricted stock units granted to reporting person on 03/08/2017, 2,529 shares vesting in three annual increments on 12/15/17, 12/15/18, and 12/15/19. 1,149 shares fully vest three years from the date of grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 683 |
Reported balance
Holding disclosure · report date 2019-04-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 683 F4: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F6: Restricted stock units granted to reporting person on 02/19/18, 33% of the award is vesting on 12/15/18, 12/15/19, and 12/15/20. |
Filing footnotes · ownership attribution and instrument terms
F1: Right to buy pursuant to Company's 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 02/18/16, vesting in three increments from 02/18/17 to 02/18/19.
F2: Right to buy pursuant to Company's 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 03/08/2017. 10,998 options vesting in three annual increments, and 4,999 options fully vest three years from the date of grant.
F3: Right to buy pursuant to Company's 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 02/19/18, vesting in three increments from 02/19/19 to 02/19/21.
F4: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3).
F5: Restricted stock units granted to reporting person on 03/08/2017, 2,529 shares vesting in three annual increments on 12/15/17, 12/15/18, and 12/15/19. 1,149 shares fully vest three years from the date of grant.
F6: Restricted stock units granted to reporting person on 02/19/18, 33% of the award is vesting on 12/15/18, 12/15/19, and 12/15/20.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 18, 2017 Filed Feb 22, 2017 23:47 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionRestricted Stock Units · Derivative | 3,304 | $0.00 | $0.00 |
DisclosureSEC source: 0000049071-17-000030 · edgar.xml · derivative · entry 8 BEVERIDGE, ROY A · CIK 0001579300 · Sr. VP & Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Humana Common · 3,304 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F5 · derivative.exercise_price: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F6 · derivative.exercise_date: Restricted stock units granted to Reporting Person on 02/18/14, 100% of the award is vesting on 02/18/17. F6 · derivative.expiration_date: Restricted stock units granted to Reporting Person on 02/18/14, 100% of the award is vesting on 02/18/17. Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 23:47 UTC | HUMANA INC HUM · Entity 1429 | Tax withholdingHumana Common | 4,676 | $205.33 | $960,099.70 |
DisclosureSEC source: 0000049071-17-000030 · edgar.xml · nonDerivative · entry 2 BEVERIDGE, ROY A · CIK 0001579300 · Sr. VP & Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,763 Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 23:47 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionHumana Common | 10,651 | $0.00 | $0.00 |
DisclosureSEC source: 0000049071-17-000030 · edgar.xml · nonDerivative · entry 1 BEVERIDGE, ROY A · CIK 0001579300 · Sr. VP & Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,439 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · shares: Includes both time based (3,304) and performance based (7,347) restricted stock units that vested on 2/18/2017. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 14:57 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionOptions · Derivative | 8,500 | $0.00 Strike: $81.80 | $0.00 |
DisclosureSEC source: 0000049071-16-000202 · edgar.xml · derivative · entry 3 BEVERIDGE, ROY A · CIK 0001579300 · Sr. VP & Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,581 Underlying: Humana Common · 8,500 shares Expires 2020-06-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Right to buy pursuant to Humana Inc.'s 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 06/17/13, vesting in three increments from 06/17/14 to 06/17/16. F1 · derivative.exercise_date: Right to buy pursuant to Humana Inc.'s 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 06/17/13, vesting in three increments from 06/17/14 to 06/17/16. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 14:57 UTC | HUMANA INC HUM · Entity 1429 | Tax withholdingHumana Common | 5,972 | $201.26 | $1,201,924.72 |
DisclosureSEC source: 0000049071-16-000202 · edgar.xml · nonDerivative · entry 2 BEVERIDGE, ROY A · CIK 0001579300 · Sr. VP & Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,788 F8 · price: The total amount of shares withheld for taxes and swapped for purchase price is 5,960. The amount of shares required for swap on purchase price for shares exercised under the Company's 2011 Stock Incentive Plan was determined using a Fair Market Value ("FMV") of $202.9150 on 12/19/2016, pursuant to the Plan. Shares withheld for taxes was determined using the FMV on 12/20/2016 ($201.260), pursuant to the Plan. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 14:57 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionHumana Common | 8,500 | $81.80 | $695,257.50 |
DisclosureSEC source: 0000049071-16-000202 · edgar.xml · nonDerivative · entry 1 BEVERIDGE, ROY A · CIK 0001579300 · Sr. VP & Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,760 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 20:31 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionRestricted Stock Units · Derivative | 1,092 | $0.00 | $0.00 |
DisclosureSEC source: 0000049071-16-000201 · edgar.xml · derivative · entry 8 BEVERIDGE, ROY A · CIK 0001579300 · Sr. VP & Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,186 Underlying: Humana Common · 1,092 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F5 · derivative.exercise_price: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F7 · derivative.exercise_date: Restricted stock units granted to reporting person on 02/18/16, 33% of the award is vesting on 12/15/16, 12/15/17, and 12/15/18. F7 · derivative.expiration_date: Restricted stock units granted to reporting person on 02/18/16, 33% of the award is vesting on 12/15/16, 12/15/17, and 12/15/18. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 20:31 UTC | HUMANA INC HUM · Entity 1429 | Tax withholdingHumana Common | 551 | $206.60 | $113,833.85 |
DisclosureSEC source: 0000049071-16-000201 · edgar.xml · nonDerivative · entry 2 BEVERIDGE, ROY A · CIK 0001579300 · Sr. VP & Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,260 Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 20:31 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionHumana Common | 1,092 | $0.00 | $0.00 |
DisclosureSEC source: 0000049071-16-000201 · edgar.xml · nonDerivative · entry 1 BEVERIDGE, ROY A · CIK 0001579300 · Sr. VP & Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,811 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.